Jay Razzouk, Attorney at Law
PRACTICE AREAS
Estate Planning Services in California
Protect What Matters Most—Your Family, Your Assets, Your Legacy
Whether you're a busy professional, a growing family, or a seasoned investor, our estate planning services are designed to give you peace of mind and a plan that fits your life. Jay can help create legally sound, customized estate plans that protect their loved ones, reduce taxes, and ensure their wishes are honored.
Why Estate Planning Matters
Estate planning isn’t just for the wealthy—it’s for anyone who wants to:
✅ Avoid probate and keep assets out of court
✅Name guardians for minor children
✅Protect real estate and investment properties
✅Make medical and financial decisions easier for loved ones
✅Reduce legal & tax liability
✅Leave a legacy aligned with your values
✅Avoid doubts of “Did I do it right?”
Without an estate plan, California’s default laws decide what happens to your assets when you're gone. We help you be in control of your legacy.
- Fractional General Counsel ▽
- Regulatory Compliance ▽
- Mergers & Acquisitions ▽
- Company Formation & Business Structures ▽
- Contract Drafting & Negotiation ▽
- Securities / Capital Raising ▽
- Intellectual Property ▽
- Business Disputes ▽
- Corporate Litigation ▽
- Estate Planning ▽
- Professional Medical Corporation▽
PRACTICE AREAS
Trusts: Preserving Wealth with Purpose
We believe estate planning is more than asset distribution—it’s about building a legacy rooted in faith, wisdom, and generational stewardship.
Through tools like legacy trusts and dynasty trusts, families can protect their wealth, minimize taxes, and ensure their values endure.
Faith-Based Estate Planning Available
We offer Christian estate planning strategies that align with your spiritual values. Whether you're creating a trust that protects assets for grandchildren or are seeking family legacy planning tools, we can help you steward your resources with intention.
Flat-Fee Estate Planning Packages
We offer transparent pricing and tailored solutions for every stage of life and level of wealth.
Nomad Essentials Trust Plan
$1800
Living Trust
Pour-over Will
1 Power of Attorney
1 Advanced Healthcare Directive
Vehicle transfer guidance (RVs, boats, etc)
Nomad Advanced Plan
$4500+
Living Trust
Pour-over Will
Up to 2 Power of Attorney
Up to 2 Advanced Healthcare Directives
Up to 2 Property Deeds
Vehicle transfer guidance (RVs, boats, etc)
Digital
Essential Family Trust Plan
$2500
Living Trust
Pour-over Will
Up to 2 Power of Attorney
Up to 2 Advanced Healthcare Directives
1 Property Deed
Professional Family Plan
$3200
Living Trust
Pour-over Will
Up to 2 Power of Attorney
Up to 2 Advanced Healthcare Directives
Up to 2 Property Deeds
Asset Protection
Professional Risk Guidance
Blended-Family Harmony Plan
$4200
Living Trust
QTIP or Marital Trust
Bypass Trust Option
Updated Wills
Beneficiary Review
Up to 2 Power of Attorney
Up to 2 Advanced Healthcare Directives
Up to 2 Property Deeds
Letter of Intent
Family Meeting (Optional)
Investor Estate Shield
$4500
Living Trust
Pour-over Will
Up to 2 Power of Attorney
Up to 2 Advanced Healthcare Directives
Up to 2 Property Deeds
Asset Protection
Asset Mapping
Irrevocable Trust
Tax Planning
Charitable Trusts
High Net Worth
Starting at $7500
Living Trust
Pour-over Will
Up to 2 Power of Attorney
Up to 2 Advanced Healthcare Directives
Up to 2 Property Deeds
Asset Protection
Asset Mapping
Irrevocable Trust
Tax Planning
Charitable Trusts
Ultra Legacy Suite
Custom Quote
ILITs
Dynasty Trusts
Family Office Setup
Private Foundations
Add-ons available starting at:
Additional Property Deeds: $500
LLC Coordination: $750+
Charitable Trust Setup: $1,200
Annual Trust Review: $350
Emergency Consult: $250
ILITs: $750+
Don't see your plan needs listed?
Smart, Secure, and Centered Around You
We combine cutting-edge tools with compassionate legal counsel.
We leverage automation and AI to streamline intake, provide dutiful follow up, and schedule consultations quickly, while our team of paralegals and attorney's provide curated, supportive guidance and our attorneys provide advice and ensure your estate plan is legally sound.
Prefer to speak with a human first? No problem. We’re here to listen and help.
What Sets Us Apart
✅ California-licensed attorney oversight
✅ Flat-fee pricing with no surprises (to the extent possible -- unique, custom work might be billed hourly)
✅ Secure digital intake and remote signing
✅ Values-driven planning available
✅ Annual check-ins to keep your plan up to date
✅ Spendthrift and special needs provisions available
✅ Intergenerational legacy planning available
✅ Faith-based planning available
Ready to Get Started?
Your legacy deserves more than a template. Let’s build a plan that reflects your life, your values, and your goals.
- Fractional General Counsel ▽
- Regulatory Compliance ▽
- Mergers & Acquisitions ▽
- Company Formation & Business Structures ▽
- Contract Drafting & Negotiation ▽
- Securities / Capital Raising ▽
- Intellectual Property ▽
- Business Disputes ▽
- Corporate Litigation ▽
- Estate Planning ▽
- Professional Medical Corporation▽
PRACTICE AREAS
Jay Razzouk,
Attorney at Law
Trusted Legal Counsel
473 E. Carnegie Drive, Suite 200
San Bernardino, CA 92408
Services
Business Purchase & Sale
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Proudly serving areas of Loma Linda, Redlands, Colton, San Bernardino County, Riverside County, Los Angeles County, Orange County, San Diego County, San Francisco Bay Area, and throughout the State of California and the broader United States as applicable.
The information provided on this website is for general informational purposes only and does not constitute legal advice. Contacting us through this site does not create an attorney-client relationship. This website may be considered attorney advertising under the rules of certain jurisdictions. Past results do not guarantee future outcomes.
© 2017--2026 Jay Razzouk, Attorney at Law